Forbes contributors publish independent expert analyses and insights. I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI In thinking about applied AI in the business world, we have ...
Roper’s pivot to vertical market software drove resilient, high-margin recurring revenues, but growth relies heavily on acquisitions and prudent leverage, not capital efficiency gains. Despite ...
Constellation accounted for almost the entirety of the Fund's negative third quarter return. A growing narrative that vertical market software companies will be disrupted by new “AI-native” ...